CUNA Mutual Group
Industry: Insurance company
DescriptionCUNA Mutual Group is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. CUNA Mutual Group sells commercial and consumer insurance and protection products. Headquarters: Madison, Wisconsin, United States CEO: Robert Trunzo (1 Jan 2014–) Founded: 1935 Parent organization: CMFG Life Insurance Company Subsidiaries: Mirador Financial, Inc., Safetynet Ltd, CUNA Mutual AdvantEdge Analytics, LLC
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CUNA Mutual Group Employees
Epic August 2015 - Present
CUNA Mutual Group December 2013 - July 2015
Deloitte January 2013 - December 2013
Chamberlain June 2011 - August 2011
Mount Prospect Park District February 2007 - July 2011
Skills
Auditing, Financial Reporting, Internal Audit, Access Lists, Microsoft Office 2007, US GAAP, SAP, Time Management, ACL, Internal Controls, Process Optimization, GAAP, Financial Statements, Microsoft Office
Education
Northern Illinois University - College of Business 2010 — 2012
B.S., Accounting Science, Certificate in Finance, 3.71
Harper College 2008 — 2009
General Education, Accountancy
CUNA Mutual Group May 1982 - Present
Skills
Life Insurance, Term Life Insurance, Underwriting, General Insurance, Leadership, Reinsurance, Risk Management, Fixed Annuities, Customer Service, Process Improvement
Education
Hawkeye Community College 2006 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Prudential Financial October 2014 - Present
Society of Actuaries 2001 - Present
Swiss Reinsurance Company August 2004 - August 2013
Jefferson Pilot Financial June 1992 - August 2004
Guarantee Life Insurance Company 1997 - 2000
Companion Animal Hospital 1997 - 2000
Guarantee Mutual Life Company 1992 - 1996
CUNA Mutual Group 1987 - 1992
National Fidelity Life Insurance Co. 1976 - 1987
Skills
Actuarial Science, Enterprise Risk..., Reinsurance, Financial Analysis, Cross-functional Team..., Finance, Employee Benefits, Health Insurance, Underwriting, Strategy, Leadership, Emerging Risk Management, Life Insurance, Financial Reporting, Stop Loss, Analysis, Management, Risk Management, Corporate Finance, Financial Modeling, Valuation, Financial Risk, Pricing, Strategic Planning, Analytics, Project Management, Product Development, Product Management, Healthcare Management, Medical Assisting, Surgical Assisting, Entrepreneurship, Musicians, Songwriting, French literature, Startup Development
Education
Society of Actuaries 1977 — 2008
FSA, CERA, Actuarial Science, Enterprise Risk Management
University of Missouri-Kansas City 1974 — 1977
MA, Romance Languages & Literature
Graceland University 1971 — 1974
BA, Mathematics
Lycee Vaugelas 1970 — 1971
Baccalaureat, Philosophy
Fairmont West High School 1968 — 1970
Diploma
German class
Vestlie Consulting 2005 - Present
Adaptive Enterprise Group January 2003 - March 2006
GMAC Mortgage 2000 - 2003
CUNA Mutual Group 1997 - 2000
Ameriprise Financial Services, Inc. 1975 - 1996
Skills
Business Strategy, Marketing Strategy, Strategic Planning, Marketing, Project Management, Analytics, Strategy, Microsoft Excel, Marketing Research, Analysis, Management, Training, Public Relations, Management Consulting, Social Networking, Leadership, Entrepreneurship, Business Analysis, Competitive Analysis, Direct Marketing, Cross-functional Team..., Team Leadership, Social Media, Online Marketing, New Business Development, Budgets
Education
University of Minnesota-Twin Cities 1971 — 2003
MA, Quantitative Methods, Program Evaluation
Gustavus Adolphus College 1966 — 1969
BA, Mathematics, Chemistry
CUNA Mutual Group May 2015 - Present
CUNA Mutual Group December 2009 - May 2015
CUNA Mutual Group May 2014 - August 2014
Skills
Social Media, Public Relations, PowerPoint, Microsoft Office, Microsoft Excel, Website Development, Writing, Communication, Prezi, Financial Accounting, WASP, LifePro, Accurint, Bluezone, Adobe InDesign, News Writing
Education
University of Northern Iowa 2013 — 2015
Bachelor's degree, Public Relations/Image Management
Hawkeye Community College 2011 — 2013
Associate's degree, Business Administration
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
CUNA Mutual Group October 2011 - Present
CUNA Mutual Group July 2008 - October 2011
Landd Special T's May 2005 - July 2008
University of the Pacific February 2003 - August 2004
Super Store Industries March 2001 - February 2003
Skills
Management
Education
University of the Pacific 2002 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Gonzaga University 1997 — 2000
CUNA Mutual Group July 2014 - Present
Ocwen Financial Corporation February 2013 - January 2014
GMAC Mortgage Corporation, LLC October 2002 - February 2013
GMAC Mortgage Corporation, LLC March 1991 - October 2002
GMAC Mortgage Corporation, LLC February 1990 - March 1991
GMAC Mortgage Corporation, LLC March 1989 - February 1990
GMAC Mortgage Corporation, LLC July 1988 - March 1989
Skills
Project Management, Business Analysis, Process Improvement, Requirements Gathering, User Acceptance Testing, Change Management, Vendor Management, SDLC, Disaster Recovery, Mortgage Servicing, Loan Servicing, Customer Service, Risk Management, System Conversions, Data Mapping, Business Objects Rpt..., Help Desk Support, Software Documentation, PMO, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Access, Default, Clarity, Team Room, Microsoft Powerpoint, Microsoft Outlook, Leadership, Visio, PowerPoint, Access
Education
Hawkeye Community College
Associate's Degree, Business
CUNA Mutual Group March 2010 - Present
CUNA Mutual Group September 2005 - February 2010
EKS&H July 2001 - August 2005
Skills
CPA, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Operations Management, IT Operations, Financial Risk, Strategic Financial..., Financial Audits, Employee Management, Accounting, Financial Planning, Management, Process Improvement, Analysis, Auditing, Internal Controls, Internal Audit
Education
Gustavus Adolphus College 1996 — 2000
BA, Accounting
CUNA Mutual Group December 2013 - Present
CUNA Mutual Group December 2012 - November 2013
Isle of Capri Casino April 2011 - January 2013
Isle of Capri Casino June 2010 - April 2011
Isle of Capri Casino October 2009 - June 2010
Skills
Customer Service, Financial Planning, IRAs, Project Planning, Hotels, Cooking, Photography, Photoshop, Organized Multi-tasker, Self-starter, Continuous Improvement, Small Business
Education
University of Northern Iowa 2009 — 2016
Business Administration and Management, General
Hawkeye Community College 2007 — 2009
Associate of Arts (A.A.), Photography
North Butler High School 2003 — 2007
High School Diploma, General Studies
Georgia's Own Credit Union February 2015 - Present
Georgia's Own Credit Union 2012 - February 2015
Georgia Credit Union Affiliates 2012 - 2012
CUNA Mutual Group 1997 - 2012
AOD Federal Credit Union 1995 - 1997
ORNL Federal Credit Union 1985 - 1995
Skills
Current Licenses for..., Project Management, Salesforce.com, Direct Sales, Financial Accounting, Process Analysis, Credit Unions, Consumer Lending, Chief Financial Officer, Microsoft Office, Credit Union Host..., Leadership, Strategic Planning, Strategy, Credit, Underwriting, Insurance, Management, Training, Finance, Sales, Loans, Team Leadership, Product Management, Process Improvement, Banking, Operations Management, Executive Management, Management Consulting, Financial Services, Financial Analysis, Risk Management, Product Development, Business Analysis, Vendor Management, Portfolio Management
Education
University of Tennessee-Knoxville - College of Business Administration 1980 — 1985
Bachelor of Science (BS), Finance, General
CUNA Executive Development Program
CUNA Financial Management School
CUNA Financial Management School (Part 2)
On Hiatus April 2015 - Present
Sedona Grace Foundation January 2011 - Present
Ohio Credit Union League May 2007 - Present
myCUmortgage December 2005 - October 2006
CUNA Mutual Mortgage Co. 2003 - December 2005
CUNA Mutual Group 1999 - 2003
Bank One 1983 - 1985
Skills
Loans, Sales, Credit Analysis, Loan Origination, Consumer Lending
Education
Ohio University 1989 — 1991
Finance
Hocking College 1980 — 1982
Associates, Accounting
Wartburg College 1998 - Present
CUNA Mutual Group October 1996 - June 1998
CUNA Mutual Group January 1993 - October 1996
Skills
Event Planning, Higher Education, Student Affairs, PowerPoint, Microsoft Office, Research, Editing, Community Outreach, Social Media, Public Speaking, Microsoft Word, Nonprofits, Microsoft Excel, Fundraising, Volunteer Management, Teaching
Education
Hawkeye Community College 1990 — 1992
Associate's degree, Marketing Management
Waverly-Shell Rock High School 1986 — 1990
Duluth Trading Company April 2014 - Present
Hy-Vee January 2014 - April 2014
American Girl October 2013 - January 2014
American Girl September 2013 - October 2013
Scott's Pastry Shoppe, Inc. September 2012 - June 2013
CUNA Mutual Group September 1997 - June 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Sales, Call Centers, Time Management, Windows, Troubleshooting, Outlook, Event Management, Teamwork, Team Leadership, Data Analysis, Lotus Notes, Fundraising, Process Improvement
Education
Madison Area Technical College 2014 — 2014
One year Accounting Assistant Diploma, Accounting, 4.0
Northern Illinois University 1989 — 1992
Bachelor of Science (B.S.), Computer Science
Highland Community College 1987 — 1989
Associate of Science (A.S.), Business Administration
Epic October 2013 - Present
Clean Wisconsin November 2012 - May 2013
Clean Wisconsin June 2012 - October 2012
University of Iowa Clinical Law Programs August 2011 - May 2012
Journal of Transnational Law & Contemporary Problems April 2011 - May 2012
Public Employees for Environmental Responsibility June 2011 - August 2011
University of Iowa Clinical Law Programs January 2011 - May 2011
University of Iowa Clinical Law Programs January 2011 - May 2011
n/a March 2007 - July 2009
CUNA Mutual Group October 2006 - July 2009
Skills
Editing, Immigration Law, International Law, Environmental Law, Legal Research, Legal Writing, Westlaw, Research, Policy Analysis, Non-profits, Copy Editing, Microsoft Office
Education
University of Iowa College of Law 2009 — 2012
JD
Grinnell College 1998 — 2002
BA, English literature
Grinnell College 1998 — 2002
Bachelor of Arts (BA), English Language and Literature, General
CUNA Mutual Group October 2012 - Present
Safe Bridge Solutions July 2012 - October 2012
Safe Bridge Solutions March 2012 - July 2012
Great Lakes Higher Education November 2008 - March 2012
WPS Health Insurance May 2006 - November 2008
WPS Health Insurance April 2003 - May 2006
ChoicePoint Direct 2001 - 2003
Nims & Associates 1996 - 2001
Skills
Business Analysis, Project Management, SDLC, Software Project..., PMP, Requirements Gathering, Visio, Process Improvement, Requirements Analysis, Vendor Management, DB2, Business Process..., MS Project, Program Management, Mainframe, Software Documentation, Systems Analysis, Agile Project Management, Project Planning, Leadership, PMO, Project Delivery
Education
University of Wisconsin-Madison - School of Business 2005 — 2006
EvMBA, Evening MBA
Illinois State University 1992 — 1996
B.S., Applied Computer Science
CT Corporation April 2014 - Present
Oliva Italian & Mediterranean Cuisine September 2013 - September 2014
Outback Steakhouse July 2011 - August 2013
CUNA Mutual Group November 2012 - March 2013
Telephone and Data Systems, Inc.™ (TDS™) March 2012 - July 2012
P.F. Chang's China Bistro October 2010 - July 2011
H&R Block Financial Advisors January 2001 - May 2005
Skills
Restaurants, Food Service, Food & Beverage, Hospitality, Fine Dining, Food, Time Management, Wine, TIPS Certified, Customer Service, Financial Analysis, Strategic Planning
Education
James Madison University 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Georgetown University 2004 — 2005
Certified Financial Planner
Dean Clinic May 2014 - Present
Dean Health Plan, Inc. March 2013 - March 2014
CUNA Mutual Group December 2011 - January 2013
West Corporation November 2010 - June 2011
Skills
HIPAA, Insurance, Healthcare, Medicare, SDLC, Employee Benefits, Access, Time Management, Claim, Data Entry, Customer Satisfaction, Training
Education
Globe University-Madison West 2011 — 2014
Associates Degree, Medical Assistant
CUNA Mutual Group November 2014 - Present
CUNA Mutual Group January 2013 - November 2014
Target November 2011 - January 2013
State Farm Agent January 2009 - January 2012
Next Generation Wireless January 2007 - January 2009
Next Generation Wireless January 2004 - January 2007
Skills
Coaching, Leadership, Customer Service, Leadership Development, Marketing, Operations Management, Sales, Training, Strategic Planning, Customer Retention, Account Management, CRM, Management, Process Improvement, Sales Management, Team Building
Education
University of Northern Iowa 1999 — 2001
B.A., Organizational Communication
Hawkeye Community College
Associate of Arts (A.A.)
Aon July 2012 - Present
Marsh February 2008 - July 2012
CUNA Mutual Group March 2006 - January 2008
FFIC March 2004 - January 2006
Marsh April 1995 - January 2004
Skills
Workers Compensation, Liability, Sales, Program Management, Strategy, Transportation risk, Professional Liability, Underwriting, Management, Disability Insurance, Process Improvement, Executive Management, Risk Management, Performance Management, Employee Benefits, Financial Risk, Mergers & Acquisitions, Property & Casualty..., Strategic Planning, Insurance, Vendor Management, Brokers, Negotiation, Legal Liability, Health Insurance, Casualty, Reinsurance, Commercial Insurance
Education
Loyola University Chicago School of Law 1991 — 1994
J.D., Law
Hofstra University 1986 — 1990
BA, Social Science
Employee Benefits Corporation 2014 - Present
MERLIN Mentors 2012 - Present
WPS Community Bank 2013 - 2014
Madison Central Montessori School, Inc. 2008 - 2014
Shorewood Advisors, LLC 2010 - 2013
Redport International 2011 - 2012
CUNA Mutual Group 2009 - 2011
CUNA Mutual Group 2008 - 2009
Capital One Financial 2003 - 2008
Accenture (formerly Andersen Consulting) 1997 - 2003
Skills
Business Advisory, Corporate Finance, Strategic Leadership, Strategic Financial..., Business Analytics, Financial Analysis, Financial Modeling, Cross-functional Team..., Executive Management, CFOs, Risk Management, Strategic Planning, Forecasting, Due Diligence, Financial Services, Business Planning, Finance, Start-ups, Business Strategy, Analytics, Analysis, Process Improvement, Leadership, Business Analysis, Management, Financial Planning
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA, Finance/Strategy
University of Pennsylvania 1986 — 1990
BA, Economics
St. Albans School 1980 — 1986
HS
Allied Solutions, LLC July 2009 - Present
Capitol Insurance Companies January 2008 - July 2009
CUNA Mutual Group June 1975 - December 2007
Skills
Claim, Insurance, Property & Casualty..., General Insurance, Underwriting, Risk Management, Commercial Insurance, Workers Compensation, Casualty, Liability, Umbrella Insurance, Professional Liability, Legal Liability, Health Insurance, Life Insurance, D, Employment Practices..., Financial Risk
Education
Illinois State University 1969 — 1973
BS, Business Administration
CUNA Mutual Group July 2010 - Present
NARFE Premier FCU August 2007 - July 2010
CUNA Mutual Group July 2001 - August 2007
CUNA Mutual Group June 1999 - July 2001
CUNA Mutual Group June 1996 - June 1999
Skills
Credit Unions, Leadership, Marketing, Loans, Credit, Executive Management, Strategic Planning, Call Centers, Strategy, Business Development, Management, Training, Sales, Business Planning, Coaching, New Business Development, Human Resources, Financial Services, Employee Benefits, Insurance, Banking, Project Planning, Process Improvement, Risk Management, Team Building
Education
Georgia College and State University 2004 — 2007
CUNA Management School, Management
University of Phoenix 2001 — 2002
Masters, Organizational Management
University of Wisconsin-Whitewater 1987 — 1991
BS, Communications/Public Relations
CUNA Mutual Group December 1988 - Present
Skills
Credit Unions, Consultative Selling, Insurance, Customer Relations, Wealth Management, Strategic Leadership, Banking, Risk Management, Selling, Strategic Planning, Business Development, Underwriting, Sales Management, Credit, Executive Management, Team Building, Relationship Management, Loans, New Business Development, Leadership, Call Centers, Mortgage Lending, Customer Service, Account Management
Education
Siena College 1977 — 1978
Business Administration and Management, General
Hudson Valley Community College 1975 — 1977
Business Administration and Management, General
Dex Media July 2012 - Present
Ericsson September 2009 - February 2012
Comerica December 2007 - February 2009
Baker Hughes Incorporated May 2006 - July 2007
Landry's Restaurants Inc. November 2005 - May 2006
CUNA Mutual Group February 2004 - November 2005
Aker Kvaerner September 2000 - February 2004
Enron Corporation August 1999 - September 2000
Halliburton July 1988 - August 1999
Skills
Certified Public..., Excel, Access, Word, Outlook, PowerPoint, Ceridian, PeopleSoft, SAP, ADP Payroll, Oracle, Medstat, Microsoft Excel, Leadership, Strategy, HRIS, Management, Microsoft Word, Human Resources, Employee Benefits, Payroll
Education
Houston Baptist University 1975 — 1986
BS, Accounting/Management
CUNA Mutual Group August 2012 - Present
Idaho Central Credit Union April 2011 - August 2012
Idaho Central Credit Union November 2003 - June 2011
Idaho Department of Labor March 2001 - October 2003
ADP 1995 - 1998
Skills
Human Resources, Organizational..., Change Management, Talent Management, Retail Banking, Insurance, Sales, Public Speaking, Employee Training, Executive Management, Performance Management, Employee Relations, Credit Unions, Sales Management, Leadership Development, Team Building, Coaching, Customer Service, Leadership, Banking, Training, Call Centers, Vendor Management, Employee Benefits, Process Improvement, Recruiting, Business Development, Management
Education
Idaho State University 2004 — 2007
BS, Human Resources
Alaska USA Mortgage November 2011 - June 2013
Wells Fargo Home Mortgage October 2010 - June 2011
All 2 Easy Processing, LLC December 2006 - June 2010
Shields for Families, Inc 2008 - 2008
New Century Mortgage May 2000 - December 2006
Occidental Mortgage Company January 1997 - April 2000
CUNA Mutual Group 1995 - 1997
Skills
Due Diligence, Credit, Funding, Loans, Management, Mortgage Banking, Mortgage Lending, Sales, Training, Underwriting, FHA, Leadership, Loan Origination
Education
Mortgage University 2013 — 2013
FHA/VA Underwriting, Mortgage Underwriting
Fullerton College
AA, Business Admin
NewBridge College
Diploma, Paralegal Studies
CUNA Mutual Group June 2013 - Present
CUNA Mutual Group January 2012 - June 2013
CUNA Mutual Group December 2009 - December 2011
JT Packard 2007 - 2009
Mead & Hunt 2005 - 2007
WKOW-TV 2002 - 2005
KHAS-TV 2000 - 2002
KMTV 1998 - 2000
Skills
SEO, Email Marketing, Social Media Marketing, Social Media, Strategy, Business Strategy, Project Management, Public Relations, Press Releases, Advertising
Education
Hastings College 1994 — 1998
Bachelors, Communications
CUNA Mutual Group July 2015 - Present
International Flooring Solutions May 2014 - July 2015
Hillsdale College August 2012 - July 2015
Charles Koch Institute May 2013 - August 2013
Americans for Prosperity April 2013 - August 2013
Inside Edge Commercial Interior Services May 2012 - August 2012
Inside Edge Commercial Services LLC June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Team Leadership, Strategic Planning, Social Media, Outlook, Leadership, Fundraising, Awesomeness, Research, Public Speaking, Event Planning, Social Networking
Education
Hillsdale College 2012 — 2015
Bachelor of Arts, Economics
University of St. Thomas 2011 — 2011
Bachelor of Arts, Financial Management
American Family Insurance February 2015 - Present
QBE the Americas 2011 - 2015
Shopbop.com an Amazon.com company 2010 - 2012
CUNA Mutual Group 2006 - 2010
JohnsonDiversey (Commercial arm of SC Johnson) 2002 - 2006
JohnsonDiversey (Commercial arm of SC Johnson) 2000 - 2002
Schneider National 1997 - 2000
Arthur Andersen 1995 - 1997
We Energies 1988 - 1995
Skills
Green Belt, Lean..., Business Process..., Sales, CRM, Program Management, Six Sigma, Business Intelligence, Management, Change Management, Business Analysis, Team Leadership, Technology Integration, Marketing, Management Consulting, Leadership, E-commerce, Integration, Training, Consulting, Mergers & Acquisitions, Process Improvement, Business Process, Cross-functional Team..., Vendor Management, IT Strategy, Business Process..., Strategy, Project Portfolio..., IT Management, Risk Management, PMO, Information Technology, SDLC, Strategic Planning, Project Management, Insurance, Analysis, Business Process...
Education
University of Wisconsin-Milwaukee - School of Business Administration
Executive MBA
Illinois Institute of Technology 1980 — 1985
BA
CUNA Mutual Group August 2013 - Present
CUNA Mutual Group May 2012 - August 2013
MATC January 2012 - May 2012
Techline USA November 2008 - June 2011
Wick Building Systems, Inc. 2004 - 2006
Skills
Windows, Microsoft Office, Process Improvement, Customer Service, Microsoft Excel, Windows 7, Cisco IOS, Microsoft Word, XP, System Administration, Computer Hardware, Windows XP, Troubleshooting, Software Documentation, Visio, SharePoint
Education
Madison Area Technical College 2011 — 2012
CCNA Studies, Information Technology
Grace College and Seminary 2004 — 2008
BS, Management of Information Technology
CUNA Mutual Group September 2012 - Present
CUNA Mutual Group December 2009 - September 2012
Keystone Financial Associates December 2006 - April 2009
Prudential Financial February 2004 - September 2006
The Patriot-News November 1999 - August 2003
Skills
Long Term Care, Insurance, Series 7, Retirement, Term Life Insurance, Medicare, Long-term Care, Recruitment/Retention, Recruiting, Fixed Annuities, Disability Insurance, Finance, Employee Benefits, Financial Planning, 401k, Life Insurance, Long Term Care Insurance, Health Insurance, Universal Life, Financial Advisory, IRAs, Sales, Variable Annuities, Series 63, Retirement Planning, Strategic Financial..., Whole Life, Series 6, Wealth Management, Underwriting, Mutual Funds, Financial Planners, Estate Planning
Education
Harrisburg Area Community College 1995 — 1998
Liberal Arts and Sciences, General Studies and Humanities
CUNA Mutual Group January 2007 - Present
The Ryan Wealth Management Group January 2007 - March 2012
Education
Franklin University
Bachelor's degree, Accounting and Finance
CUNA Mutual Group October 2012 - Present
CUNA Mutual Group July 2009 - October 2012
CUNA Mutual Group August 2005 - July 2009
Fireman's Fund Insurance Company 1998 - 2005
Reliance Insurance Company 1997 - 1998
Northbrook Insurance Company 1994 - 1996
USF&G 1993 - 1994
Allsup, Inc. 1992 - 1993
Hanover Insurance Company 1988 - 1992
Crum & Forster January 1986 - April 1988
Education
Illinois State University 1982 — 1985
BS, Finance
Marquette University 1980 — 1982
Business
Lenox Wealth Management August 2007 - Present
Procter and Gamble December 2004 - August 2007
CUNA Mutual Group 2004 - 2004
Education
Miami University 2001 — 2004
B.S. in Business, Economics, Finance, Political Science
Georgetown University 2004 — 2004
Xavier University Leadership Center 2008 — 2008
Ursuline Academy 1997 — 2001
CUNA Mutual Group January 2015 - Present
Lady and the Stamp September 2012 - Present
Cedar Falls High School October 2012 - January 2015
Aeropostale March 2002 - June 2012
Old Navy October 2000 - March 2002
Bath and Body Works January 1998 - October 2000
Bath and Body Works January 1997 - January 1998
Bath and Body Works June 1996 - January 1997
Skills
Driving Results, Visual Merchandising, New Store Development, New Store Openings, Loss Prevention, Budgets, Customer Service, Hiring, Human Resources, Inventory Control, Interviews, Inventory Management, Facebook, Merchandising, Payroll, Recruiting, Management, Retail, Retail Sales, Sales, Shrinkage, Store Management, Store Operations, Coaching, Merchandise Planning, Cashiering, Time Management, Customer Satisfaction, Multi-unit
Education
Kaplan University-Cedar Falls Campus 2013 — 2014
Associate's degree, Business Administration and Management, Specialized in Office Management, Summa Cum Laude
Hawkeye Community College
University of Northern Iowa
Psychology and Business Management
New World Systems May 2010 - Present
R. L. Polk & Co. May 1993 - February 2010
Electronic Data Systems June 1990 - May 1993
CUNA Mutual Group 1978 - 1990
Skills
Project Management, CMMI, Six Sigma, Business Requirements, Team Leadership, Gap Analysis, Metrics, Team Building, Process Flow, Process Design, Environments, Employee Training
Education
University of Michigan-Dearborn 1981 — 1983
Bachelor of Science in Business Administration, Information Systems
Henry Ford Community College 1976 — 1978
Associate, Computer Science
Ecolab August 2010 - Present
Laker Software July 2008 - July 2010
HighJump Software March 2007 - June 2008
RedPrairie Corp. January 2006 - March 2007
CUNA Mutual Group September 2005 - January 2006
Standard Insurance Company November 2004 - September 2005
UnitedHealth Group May 2003 - October 2004
St. Mary's University May 2002 - December 2002
Imation Corp. August 2000 - March 2002
UnitedHealthcare September 1999 - August 2000
Skills
Project Management, SQL, Management, IT Management, Scrum, Leadership, SOA, Manufacturing, Supply Chain, Database Design, Process Improvement, Microsoft SQL Server, Business Analysis, Cross-functional Team..., SDLC, Software Development, Agile Methodologies, Integration, Networking, Software Project..., Product Development, Requirements Analysis, Business Intelligence, Team Leadership
Education
University of Minnesota-Twin Cities 1900 — 1901
M.S, Computer Science
Hefei University of Technology 1900 — 1900
B.S, Mechanical Engineering
University of Wisconsin Law School December 2014 - Present
University of Wisconsin School of Business July 2014 - Present
Madison College September 2011 - Present
self-employed August 2011 - September 2014
HLT Partners, Inc August 2009 - August 2011
CUNA Mutual Group July 2007 - November 2009
University of Connecticut School of Business September 2006 - May 2007
Agrri-Scape Golf Course Construction January 2001 - April 2005
Babson-United Investment Advisors & Babson-United, Inc. January 2000 - December 2001
StoneGate Capital Group July 1995 - November 1999
Skills
Mergers, Corporate Finance, Investments, Insurance, Asset Management, Derivatives, Venture Capital, Capital Markets, Start-ups, Private Equity, Alternative Investments, Strategic Planning, Mergers & Acquisitions, Management, Due Diligence, Portfolio Management, Finance, Restructuring, Leadership, Strategy, Joint Ventures, Investment Banking
Education
Yale University 1992 — 1994
MAR, Philosophical Theology
Georgetown University
Juris Doctor, Law
Saint Lawrence University
BA, Government/Economics
University of Wisconsin Hospital and Clinics December 2014 - Present
Zion Lutheran Church November 2009 - Present
CUNA Mutual Group March 2011 - August 2014
Yahara Software April 2009 - November 2009
ITT Technical Institute June 2008 - February 2009
Dean Health Plan October 2007 - March 2008
Standard Networks, Inc March 2007 - October 2007
PIC Wisconsin April 2005 - February 2007
Skills
E-Learning, Instructional Design, Corporate Training, Public Speaking, ADDIE, Multimedia, Microsoft Office, Teaching, Web 2.0, Film Editing, Machinima, Project Management, Training, Adult Education, Curriculum Development, Educational Technology, Learning Management...
Education
Full Sail University 2008 — 2009
Master of Science, Education, Media Design & Technology
University of Wisconsin-Madison 1985 — 1990
BA, Theatre & Drama
McGladrey February 2008 - Present
CUNA Mutual Group September 2001 - February 2008
Skills
QuickBooks, Administrative...
Education
Illinois State University 1988 — 1990
Bachelor of Science (B.S.), Office Administration
Illinois Central College 1986 — 1988
Associate of Arts and Sciences (A.A.S.), Accounting
Trapp Realtors June 2012 - Present
CUNA Mutual Group June 1998 - January 2012
Skills
Residential Homes, Single Family Homes, Listing Homes
Education
Cedar Falls High School 1992 — 1994
Hawkeye Community College
Credit Union Resources, Inc. January 2015 - Present
CO-OP Financial Services January 2013 - Present
CO-OP Financial Services January 2009 - December 2012
CUNA Mutual Group April 2008 - October 2009
CUNA Mutual Group April 2004 - April 2008
CUNA Mutual Group June 1997 - April 2004
Skills
Credit Unions, Financial Risk, Consumer Lending, Finance, Banking, Credit Analysis, Credit, Loans, Business Development, Financial Institutions, Call Centers, Payment Systems, Financial Services, Underwriting, Mortgage Lending, Insurance, Strategic Planning, Executive Management, Debit Cards, Payments, Risk Management, Electronic Payments, Credit Cards
Education
Friends University 1993 — 1997
Bachelor of Science, Business Administration
Southwest CUNA Management School, 2007 2005 — 2007
Credit Union Leadership and Innovation, Graduated with Honors
Perspective HR Solutions June 2015 - Present
CUNA Mutual Group April 2013 - June 2015
CUNA Mutual Group June 2012 - April 2013
CUNA Mutual Group March 2009 - June 2012
CUNA Mutual Group May 2002 - March 2009
CUNA Mutual Group January 2000 - March 2002
CUNA Mutual Group January 1995 - January 2000
CUNA Mutual Group January 1992 - January 1995
Skills
Public Relations, Internal Communications, Human Resources, Insurance, Customer Service, Employee Engagement, Employee Benefits, Leadership, Management, Outlook, Process Improvement, Recruiting, Policy, Team Building, Training, Change Management, Strategic Planning
Education
Wartburg College 2008 — 2008
Hawkeye Community College 1987 — 1989
Associate of Applied Science, Accounting
Lending Solutions, Inc. April 2014 - Present
The Stewart Group, Inc April 2011 - April 2014
Deere Employees Credit Union December 2010 - April 2011
CUNA Mutual Group January 1998 - November 2010
Skills
Mortgage Lending, Property & Casualty..., Marketing, Program Management, Relationship Management, Call Centers, Customer Service, Life Insurance, Financial Analysis, Financial Risk, Investments, Process Improvement, Fixed Annuities, Disability Insurance, Underwriting, Leadership, New Business Development
Education
University of Illinois at Urbana-Champaign 1992 — 1994
B.A., Political Science
Illinois State University 1986 — 1988
DTZ April 2006 - Present
UGL Services - Unicco Operations April 2006 - August 2012
CUNA Mutual Group February 2001 - April 2006
Fours Winds Manor January 1990 - February 2001
Cates Machine & Welding 1986 - 1990
Master Rebuilders Inc. 1982 - 1987
Skills
Thermographer Level II, VFA Facilities..., Facilities Management, Construction, Leadership, Budgets, Management, Project Management, Contract Negotiation, Process Improvement, Contract Management, Project Planning, System Administration, Team Building, Program Management, Operations Management, Strategic Planning, Customer Service, Customer Satisfaction, Vendor Management, Process Scheduler, Procurement
Education
Harvard Business School 2011 — 2013
Completion, Harvard Mentor Management Training, Passing
Fox River Systems / Snell Group 2010 — 2010
Certified, Thermal / Infrared Thermography Level I
Snell Group (ASNT) 2010 — 2010
Certified, Thermal / Infrared Thermography Level II
PPI / GBCI 2009 — 2009
LEED Accreditation Professional, LEED NC & Major Renovations
VFA 2008 — 2008
Certified, Building Assessor
University of Wisconsin-Madison 2002 — 2002
N/A, Building Envelope And Moisture Related Issues
University of Wisconsin-Madison 2001 — 2001
N/A, Engineering Ramp Structures / Ramp Technologies
Blackhawk 1979 — 1982
Associates, Aeronautics
CUNA Mutual Group March 2013 - April 2013
Assurant Health July 2011 - February 2013
Kohl's Home Office November 2010 - July 2011
Skills
User Acceptance Testing, Quality Center, Test Planning, Test Management, System Testing, Software Quality..., SDLC, Regression Testing, Testing, Quality Assurance, Test Automation, Test Cases, Software Documentation, Waterfall
Education
Illinois Institute of Art 2006 — 2009
Bachelor of Arts, Cullinary
Chamberlayne College 1983 — 1985
AA Computer Science, Computer Programming/Programmer, General
New World Systems May 2010 - Present
R. L. Polk & Co. May 1993 - February 2010
Electronic Data Systems June 1990 - May 1993
CUNA Mutual Group June 1978 - June 1990
Skills
Project Management, Metrics, Team Building, Six Sigma, PMO, Team Leadership, Program Management, Cross-functional Team..., CMMI, Business Requirements, Process Improvement, SDLC, CRM, Quality Assurance, Leadership, Integration, Vendor Management, Oracle, Management, Business Intelligence, Databases, Training, Business Analysis, Business Process, Change Management, Strategy, PMP, Team Management, Software Project..., Project Portfolio..., Testing, Requirements Analysis, Business Process..., IT Management, IT Strategy, Visio, Software Development, Resource Management, Agile Methodologies, MS Project, Requirements Gathering, SharePoint, ERP
Education
University of Michigan-Dearborn 1981 — 1983
Bachelor of Science in Business Administration, Information Systems
Henry Ford Community College 1976 — 1978
Associate, Computer Science
Ameriprise Financial June 2010 - Present
Investment Professionals, Inc. June 2009 - June 2010
Grubb & Ellis Securities June 2008 - March 2009
Citicorp Investment Services 2001 - 2007
CUNA Mutual Group October 1997 - June 2001
Liberty Securities October 1985 - November 1997
Skills
Series 7, Series 24, series 9 & 10, Series 63, Series 65, Series 53, California Insurance..., California Insurance...
Education
Humboldt State University 1979 — 1984
BS, Business Administration
UnitedHealth Group May 2012 - Present
DiCarlantonio Group March 2010 - May 2012
CUNA Mutual Group July 2007 - March 2010
Booz Allen Hamilton July 2004 - July 2007
Regent Systems 2003 - 2004
Universal Hi-Tech Development 2001 - 2002
Aristotle International 1999 - 2001
Skills
Leadership, Information Security, Process Improvement, Risk Assessment, Governance, Management Consulting, Strategy, PMP, Program Management, Policy, Information Security..., Security, Management, Business Process..., Project Management, IT Strategy, Strategic Planning, Privacy Law, Government, Analysis, Corporate Law, Requirements Analysis, Quality Assurance, Vendor Management, CISSP, SDLC, Risk Management, Business Analysis, Financial Services, SharePoint, Cross-functional Team..., Information Technology, PMO, Business Continuity, Change Management, Technical Writing, Enterprise Architecture, Integration, Enterprise Risk..., HIPAA, Information Assurance
Education
The Johns Hopkins University - Carey Business School 2004 — 2009
MBA
Georgetown University 2001 — 2003
University of Wisconsin-Madison 1995 — 1999
BA, German, International Relations, Political Science
Richland Center High School
CUNA Mutual Group October 2012 - Present
Bank of America Home Loans August 2007 - October 2012
HomeBanc October 2006 - August 2007
Advantage Fire Sprinkler 2002 - 2006
Ivan Allen Workspace 1988 - 1999
Macy's October 1986 - May 1988
davison's February 1984 - June 1985
Skills
Effecttive Long Term..., Team Leadership, Extremely Hardworking, Strategic Financial..., Consistently Meets..., Budget Monitoring, New Business Development, Business Process..., Employee Training, Sales Presentations, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1983
Marketing, Marketing/Marketing Management, General
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company November 2014 - Present
CUNA Mutual Group June 2014 - November 2014
AXA Advisors, LLC March 2014 - May 2014
NEFCU July 2008 - November 2013
Skills
Retirement Planning, Life Insurance, Estate Planning, Key Person Insurance, 401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Legacies, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Relationship Management, Retirement, Risk Management, Seminar Marketing, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
Hofstra University 2009 — 2015
Master of Business Administration (M.B.A.), Business Administration and Finance
St. John's University 2004 — 2008
Bachelor's Degree, Finance with a marketing concentration
CUNA Mutual Group May 2015 - Present
Lincoln Savings Bank April 2012 - May 2015
PIPAC August 2010 - April 2012
Bergan Paulsen, CPA 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Event Planning, Travel Arrangements, Calendaring, Insurance, Administrative..., Data Entry, Customer Service, Outlook, Telephone Skills, Microsoft Word, Sales
Education
Hawkeye Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Executive Assistant/Executive Secretary
Advantage Business Media May 2015 - Present
Consultant to various companies, organizations and entertainment professionals nationwide January 2006 - Present
Beverly's Webshop January 2001 - Present
WebMD September 2014 - February 2015
MetLife May 2013 - June 2014
CUNA Mutual Group March 2012 - September 2012
Thomson Reuters July 2011 - December 2011
RR Bowker August 2010 - July 2011
AEGIS Insurance Services April 2008 - March 2009
Edgell Communications November 2004 - August 2007
Skills
Email Marketing, HTML, User Experience, Dreamweaver, Web Analytics, Web Design, JavaScript, CSS, Social Media, SharePoint, E-commerce, Marketing, Photoshop, Adobe Acrobat, Google Analytics, Adobe LiveCycle Designer, Visual Studio, Subversion, MS Office Suite, Publisher, Constant Contact, Aweber, Pinterest Marketing, Facebook Marketing, Twitter Marketing, ExactTarget, Salesforce.com, Linkedin Marketing, WordPress, Advertising, Microsoft Office
Education
Hampton University
B.S. Degree, Business Management
The Career Center
Certificates Received, HTML, JavaScript, Adobe Photoshop
CUNA Mutual Group September 2014 - Present
Pump Haus June 2013 - February 2015
Kwik Trip, Inc. June 2010 - December 2014
Key West Tanning and Fitness October 2012 - April 2013
Skills
Microsoft Office, Customer Service, Data Transfer, Quality Assurance, Information Security, Confidentiality, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Leadership, Teamwork, Public Speaking, Research, Strategic Planning
Education
Upper Iowa University 2015 — 2018
Bachelor of Arts (BA), Sociology
University of Northern Iowa 2013 — 2014
BA, Social Work
Hawkeye Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
CUNA Mutual Group October 2006 - Present
Whirlpool Corporation September 2003 - October 2006
American Family Insurance March 1999 - September 2003
Skills
Contract Negotiations, Financial Analysis, Strategic Planning
Education
University of Wisconsin-Madison - School of Business 1997 — 1998
Masters of Science, Rea Estate and Urban Land Economics
Hamline University School of Law 1993 — 1996
Juris Doctor, Law
ACES December 2014 - Present
CBE Group January 2014 - November 2014
American Income Life Insurance October 2013 - December 2013
CUNA Mutual Group June 1995 - October 2013
Copyrite Press, Inc. January 1980 - June 1995
Skills
Insurance, Call Centers, Customer Service, General Insurance, Process Improvement, Claim, Life Insurance, Outlook, Customer Satisfaction, Microsoft Excel, Loans, Management, Microsoft Office, Microsoft Word, Team Building, Project Management, Sales, Leadership, Strategic Planning, Public Speaking, Coaching, Marketing
Education
National Career Readiness Certificate 2014 — 2014
Silver Certificate
State of Iowa Insurance License 1999 — 2014
Hawkeye Community College 1975 — 1977
Associate's degree, Commercial and Advertising Art
East Waterloo High School
Succat Hallel August 2013 - Present
Succat Hallel August 2013 - Present
Piano Teacher December 2011 - Present
International House of Prayer January 2013 - June 2013
IHOPE House of Prayer October 2008 - December 2012
CUNA Mutual Group July 2007 - June 2010
Skills
Leadership, Event Planning, Missions, Training, Bible, Music, Web Design, Microsoft Word, Piano, Time Management, Nonprofits, Public Speaking, Preaching, Graphic Design, Theology, Community Outreach, Teaching, Volunteer Management, Research
Education
Hawkeye Community College 2006 — 2009
Associate's degree, Liberal Arts
U.S. Bank May 2015 - Present
CUNA Mutual Group June 2000 - November 2014
Electronic Data Systems 1997 - May 2000
Mall4Trucks.com 1996 - 1997
Rubber Development Incorporated 1993 - 1996
DRYTEK INC. (now Lam Research) 1983 - 1993
Skills
Risk Management, Vendor Management, Change Management, Process Improvement, Disaster Recovery, Business Process..., SDLC, Business Continuity, Team Building
Education
University of Phoenix
BSBA, Business Administration and Management, General
San Jose State University
Hawkeye Community College
ASEE, Electrical, Electronics and Communications Engineering
Self-Employed June 2010 - Present
University of Wisconsin-Madison June 2002 - June 2010
Stratagem June 1999 - June 2002
QuadTech (Quad/Tech, Inc.) June 1998 - June 1999
CUNA Mutual Group 1999 - 1999
GE Healthcare (Ohmeda Medical Systems, at the time) June 1991 - June 1998
University of Wisconsin-Madison September 1973 - June 1991
Skills
Linux, JavaScript, Perl, Oracle, Software Development, UML, Databases, SQL, Programming, Database Design, Requirements Analysis, Business Analysis, SDLC
Education
Rutgers University-New Brunswick 1966 — 1971
Ph.D., Endocrinology/Physiology
Franklin & Marshall College 1962 — 1966
B.A., Biology/Pre.Med.
Westtown School 1958 — 1962
Actuarial Management to Mitigate Risk 2015 - Present
Voya Financial Services 2004 - 2014
New York Life Insurance Company 1992 - 2003
CUNA Mutual Group 1986 - 1992
Skills
Risk Management, Insurance, Staff Management, Business Analysis, Solution Delivery, Product Management, Financial Modeling, Data Modeling, Strategic Communications, Project Estimation, Actuarial Science, Process Improvement, Change Management, Financial Services
Education
Hamilton College
Bachelor of Arts (B.A.), Mathematics
MetLife December 2014 - Present
RL Financial Group January 1994 - Present
New York Life Insurance Company December 2012 - December 2014
CUNA Mutual Group March 2013 - November 2013
Nationwide Insurance June 2003 - December 2012
Nationwide Financial June 2000 - June 2003
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
CUNA Mutual Group January 2001 - Present
CUNA Mutual Group 1989 - 2015
CUNA Mutual Group 1989 - 2015
CUNA Mutual Group 1989 - 2015
CUNA Mutual Group 1989 - 2015
Skills
Strategic Financial..., Financial Services, Financial Advisory, Process Improvement, Investment Strategies, Disability Insurance, Portfolio Management, Series 7, Asset Management, Estate Planning, Financial Analysis, Financial Planning, Investment Advisory, Mutual Funds, IRAs, Financial Risk, Life Insurance, Insurance, Customer Service, Sales, Fixed Annuities, Wealth Management, Retirement Planning, Retirement, Investments
Education
Hawkeye Community College
Business Administration
Tripoli High School
Hawkeye, Business, Management, Marketing, and Related Support Services
CUNA Mutual Group January 2011 - Present
CUNA Mutual Group December 2005 - January 2011
CUNA Mutual Group December 1994 - July 2005
CUNA & Affiliates 1994 - 1994
Minnesota Corporate Credit Union 1990 - 1994
St Paul Police Department 1986 - 1990
Skills
Process Improvement, Strategy, SDLC, Vendor Management, Business Analysis, Enterprise Architecture, Cross-functional Team..., IT Project & Program..., Business Architecture, Direct to Consumer, Insurance, Credit unions, Financial Transactions, E-commerce, Leadership, ITIL, Data Warehousing, Requirements Analysis, Business Intelligence, IT Management, IT Strategy, Requirements Gathering, Strategic Planning, Business Strategy, PMP, PMO, Business Process..., Project Portfolio..., Software Project..., Visio, Business Process, Disaster Recovery, Enterprise Software, Integration, Resource Management
Education
Hamline University 1986 — 1990
Bachelor of Arts (BA), Majors: Business Management & Psychology Minor: Anthropology
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Michael Best & Friedrich LLP September 2012 - June 2015
University of Wisconsin Law School January 1997 - May 2015
CUNA Mutual Group October 2007 - August 2012
Michael Best & Friedrich LLP May 1992 - October 2007
SNR Denton June 1986 - May 1992
Skills
Regulatory Affairs, Trial Practice, Investigations, Audit Committee, Litigation Management, Complex Litigation, Commercial Litigation, Appellate Litigation, Board Leadership, University Teaching, Volunteer Leadership, Appeals, Private Investigations, Litigation, Volunteering, Civil Litigation, Legal Assistance, Legal Writing, Intellectual Property, Corporate Law, Legal Research, Mediation, Jury Trials, Trials, Arbitration, Class Actions, Competition Law
Education
University of Minnesota Law School 1983 — 1986
Doctor of Law (JD)
Hofstra University 1979 — 1983
Bachelor of Arts (B.A.), English and Political Science
Iowa Technology Services October 2012 - Present
CUNA Mutual Group May 2012 - September 2012
H&R Block November 2011 - June 2012
Iowa Health Systems August 2011 - October 2011
AEGON Information Technology July 2010 - July 2011
Point of Sale Revenue Solutions October 2009 - May 2010
Hawkeye Community College August 2009 - May 2010
Perkins Restaurant and Bakery June 2000 - March 2009
Skills
Troubleshooting, Network Administration, Windows Server, Windows 7, Computer Hardware, Active Directory, Servers, Disaster Recovery, Network Security, XP, Software Documentation, Windows, BMC Remedy, Routers
Education
Hawkeye Community College 2008 — 2010
AAS, Network Administration and Engineering
Hawkeye Community College 2008 — 2010
AAS, Network Administration and Engineering
Lhoist North America, Inc October 2011 - Present
CUNA Mutual Group June 2006 - October 2011
CUNA Mutual Group November 2004 - June 2006
State of Wisconsin 2001 - 2004
City of St. Louis Park 1999 - 2001
Skills
Change Management, Coaching, Executive Coaching, HRIS, Human Resources, Labor Relations, Leadership, Negotiation, New Hire Orientations, Organizational Design, Performance Management, Project Management, Strategy, Talent Acquisition, Talent Management, Team Building, Training, Workforce Planning
Education
Hamline University 1999 — 2001
MA, Public Administration
Hamline University School of Law 1997 — 2000
JD
University of Wisconsin-Madison 1993 — 1997
BA
EPL July 2013 - Present
CUNA Mutual Group January 2013 - June 2013
CUNA Mutual Group April 2012 - January 2013
CUNA Mutual Group January 2011 - May 2012
CUNA Mutual Group January 1999 - December 2011
CUNA Mutual Group January 1997 - January 1999
Skills
Solution Selling, Insurance, Underwriting, Property & Casualty..., Sales Management, Health Insurance, Fixed Annuities, Sales Process, Team Building, Salesforce.com, General Insurance, Disability Insurance, Strategic Planning, Life Insurance, Employee Benefits, Sales Operations, Sales, Marketing, Digital Marketing, Product Marketing, Leadership, Training, Call Centers, Selling, Cross-functional Team..., Contract Negotiation, Strategy, Business Development, Management, New Business Development, Start-ups, Process Improvement, Forecasting, Customer Retention, Marketing Strategy
Education
Furman University 1985 — 1989
Bachelor of Arts, Accounting
University of Wisconsin-Madison 1995 — 1998
CUNA Mutual Group August 2007 - Present
PRC March 1997 - April 2007
Project Management June 1996 - March 1997
MESA Group November 1995 - June 1996
News Electronic Data November 1994 - November 1995
Symantec Corp January 1993 - November 1994
ChipSoft Inc. August 1989 - October 1993
Skills
Vendor Management
Education
Illinois College 1983 — 1987
BA, Business Administration
CUNA Mutual Group July 2007 - Present
FYI Television August 2006 - July 2007
Radiant Systems June 2004 - August 2006
Tastefully Simple December 2001 - June 2006
FedEx Ground 2002 - 2003
US Airways 1998 - 2001
Universal Card Services 1990 - 1998
AT&T 1990 - 1998
AT&T Universal Card 1990 - 1998
AT&T Universal Card Services 1990 - 1998
Skills
Blogging, Business Analysis, Call Center, Change Management, Creative Writing, Customer Service, E-commerce, Financial Services, Insurance, Leadership, Management, Microsoft Office, Operations Management, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Team Leadership, Vendor Management
Education
Gardner-Webb University 1975 — 1985
Gardner-Webb University 1978 — 1983
Gardner-Webb University 1978 — 1983
Gardner-Webb University 1978 — 1983
CHS
Arch Mortgage Insurance Company February 2014 - Present
CUNA Mutual Group March 1998 - Present
CMG Mortgage Insurance 1998 - February 2014
PMI Group 1995 - 1998
Skills
Mortgage Lending, Mortgage, Consultative Selling, Loans, Salesforce.com, AMP(Accredited Mortgage..., Underwriting, Refinance, Residential Mortgages, Selling, Business Development, Mortgage Insurance, Sales Management, Mortgage Banking, FHA, Loan Origination, Training, Credit Unions, Credit, Sales, Negotiation
Education
George Mason University 1982 — 1988
Bachelor of Arts (B.A.), Economics
Aetna August 2014 - Present
The Hartford August 2010 - August 2014
CUNA Mutual Group July 2009 - August 2010
CUNA Mutual Group August 2007 - July 2009
Nationwide Insurance 2005 - 2007
Progressive Group 2001 - 2005
US Army May 1986 - November 2001
Education
Georgia Institute of Technology 1994 — 1996
MS, Statistics
United States Military Academy at West Point 1982 — 1986
BS, Applied Mathematics
CUNA Mutual Group November 2005 - Present
Fireman's Fund Insurance Co. June 1997 - October 2005
American Insurance Association April 1990 - May 1997
Education
University of Wisconsin Law School 1986 — 1989
JD, Law
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Doug Burg Insurance Specialist March 1997 - Present
Allstate Insurance Agency March 2013 - November 2014
CUNA Mutual Group March 2007 - December 2011
Colorado LTC Advisors 2003 - 2009
Colorado Benefit Advisors August 2003 - April 2008
Mass Mutual Financial Group 2005 - 2007
Capstone Financial Assurance 2003 - 2005
Long Term Preferred Care February 1997 - June 2003
Sunrise Assisted Living 1995 - 1996
Westat February 1988 - April 1995
Skills
Insurance, Life Insurance
Education
Frederick Community College 1984 — 1989
AA, Information Systems
University of Maryland Baltimore County
CUNA Mutual Group May 2000 - Present
City of Waverly, IA November 2011 - Present
Area Electric, Inc September 1997 - May 2000
Staples September 1996 - September 1998
Skills
Insurance, Mobile Device Management, Good Mobile Messaging, Windows Phone, Blackberry Enterprise..., iOS, Windows 7, VBScript, WebEx, Office Communications..., Android, Process Improvement, Vendor Management
Education
Hawkeye Community College
Associate's degree, Computer Aided Drafting and Design
Hawkeye Community College
Information Technology
University of Northern Iowa
Gressco, Ltd. January 2011 - Present
Breast Cancer Recovery January 2011 - June 2013
Gressco, Ltd June 2003 - January 2011
JARS 2009 - 2010
CUNA Mutual Group 1998 - 2003
DEMCO, Inc. 1985 - 1998
Skills
Market Planning, Creative Strategy, Direct Mail, Strategic Planning, Business Development, Negotiation, Leadership, Lead Generation, Direct Marketing, Email Marketing, Integrated Marketing, Marketing Management, Digital Marketing, Marketing Strategy, B2B Marketing, Advertising, Brand Development, Product Marketing, Trade Shows, Strategy, B2B, Product Management, Marketing Communications, Marketing, Competitive Analysis, Cross-functional Team..., Sales, Management, Strategic Partnerships, Pricing, Market Research, Forecasting, Budgets, Direct Sales, Brand Management, Online Advertising, Team Building, Salesforce.com, Segmentation, Selling, Product Development, Analytics, Social Networking, Multi-channel Marketing, Entrepreneurship, Online Marketing, Market Analysis, CRM, Marketing Research, E-commerce
Education
Franklin University 1999 — 2008
BS Business
Randstad November 2012 - Present
Royal Caribbean International February 2011 - November 2012
Securus Technologies, Inc March 2010 - July 2010
CUNA Mutual Group July 2006 - March 2010
Accenture, Inc February 2004 - July 2006
Telvista, Inc August 2002 - February 2004
SBC Telecom, Inc February 2001 - August 2002
JP Morgan Chase, Inc September 1994 - February 2001
Skills
Workforce Management, MS Office Suite, Access, Six Sigma, IEX, Excel, eWorkforce Management, Verint, Avaya CMS, Nortel, Minitab, PeopleSoft, Business Analysis, Vendor Management, Training, Customer Service, Avaya, Analysis, Time Management, Process Improvement, Call Centers, Cross-functional Team..., Performance Management, Business Process..., Contact Centers, Microsoft Office, Management, Microsoft Excel, Data Analysis, Software Documentation, Strategy, Human Resources, Temporary Placement, Recruiting, Contract Negotiation, Leadership, Change Management, Coaching, Contract Management, Forecasting, Strategic Planning, Team Building, Employee Relations, Process Scheduler, Workforce Planning, Project Planning, BPO, Outsourcing, Operations Management, Continuous Improvement
Education
Franklin University 1994 — 2015
Bachelor's degree, Business Administration and Management, General
Napa Senior High 1980 — 1983
HS Diploma, Business Math
The Ohio State University
Undergraduate
Orange County's Credit Union November 2004 - Present
CUPMA 2005 - Present
CUNA Mutual Group November 1995 - November 2004
Northwestern Mutual Life September 1989 - November 1995
Skills
Investments, Financial Services, Portfolio Management, Insurance, Securities, Finance, Retirement Planning, Banking, Strategic Financial..., Financial Advisory, Series 7, Consumer Lending, Financial Planning, IRAs, Estate Planning, Loans, Strategy, Long-term Care, Leadership, Credit Unions
Education
Fullerton College 1982 — 1984
NA, Business/Financial Planning
CUNA Mutual Group October 2012 - Present
Codeworks, Inc. January 2011 - October 2012
AQS, Inc April 2007 - March 2010
Liberty Mutual January 2004 - April 2007
Dynix August 2000 - December 2003
Endeavor Information Systems January 1998 - August 2000
Skills
Agile Methodologies, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Requirements...
Education
University of Illinois at Chicago 1995 — 1998
BS, Mathematics and Computer Science
Georgia State University 1994 — 1995
Anthropology
Goddard College 1993 — 1994
Gay & Lesbian History/Cultural Anthropology
CUNA Mutual Group January 2014 - Present
IIBA Greater Madison Chapter March 2013 - March 2015
CUNA Mutual Group October 2012 - January 2014
CUNA Mutual Group March 2011 - October 2012
CUNA Mutual Group June 2007 - March 2011
Skills
Documentation, ITIL, Business Analysis, Business Process, SDLC, Disaster Recovery, IT Operations, SQL, Project Management, Process Improvement, Visio, SharePoint
Education
Harvard Business School 2015 — 2015
HBX CORe: Credential of Readiness, In Progress
University of Wisconsin-Whitewater 2011 — 2013
Master of Business Administration (M.B.A.), Management and IT Management
University of Wisconsin-Whitewater 2003 — 2007
Bachelor's Degree, Management Computer Systems, Web Development and Administration
The University of Maryland Medical System November 2013 - Present
Yale New Haven Hospital August 2013 - November 2013
MaineHealth January 2013 - August 2013
John C. Lincoln Health Network May 2012 - December 2012
NYU Langone Medical Center November 2011 - April 2012
Aurora Health Care April 2011 - November 2011
Franciscan St. Francis Health September 2010 - April 2011
Parkland Hospital January 2010 - May 2010
NorthShore University HealthSystem August 2009 - January 2010
CUNA Mutual Group September 2008 - September 2009
Skills
Healthcare Information..., EHR, Epic Systems, Software Implementation, EMR, Visio, Business Analysis, Software Project..., Project Management, Process Improvement, CPOE, Healthcare, SharePoint, Integration, Software Documentation
Education
University of Wisconsin-Madison
BA, Economics
Harbin Institute of Technology
Intensive Summer Language Program, Mandarin Chinese
Right at Home of Southeastern Michigan, Inc. May 2009 - Present
Ford Motor Company April 2001 - August 2008
PeopleSoft (now Oracle) March 1997 - May 2001
Mazda Systems Services December 1990 - February 1997
CIBER 1990 - 1991
CUNA Mutual Group 1984 - 1990
Skills
Process Improvement, Strategic Planning, Cross-functional Team..., SDLC, Business Intelligence, Integration, ITIL, Budgets, Vendor Management, MS Project, Six Sigma, Strategy, IT Strategy, Training, Product Development, Security, Risk Management, Software Documentation, Testing, ERP, Continuous Improvement, Customer Satisfaction, Healthcare, Business Planning, Change Management, Home Care, Consulting, Negotiation, Start-ups, Business Development
Education
Marygrove College 1986 — 1989
BA, Business
Hillsdale College 1968 — 1971
Music
CUNA Mutual Group March 2013 - Present
Sedgwick CMS March 2008 - March 2013
Marsh & McLennan Companies, Inc. February 2007 - March 2008
Marsh & McLennan Companies, Inc. August 2005 - February 2007
Education
Graceland University
Madison Investment Advisors June 2009 - Present
CUNA Mutual Group April 2007 - May 2009
Northern Capital Managment 2003 - 2007
Artisan Partners 1998 - 2003
Skills
Marketing Strategy, Investment Management, Asset Allocation, Management, Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Management, Retirement, Series 7, Marketing, Investments, Investment Advisory, Alternative Investments, Strategic Planning
Education
Georgia State University 1990 — 1992
MBA, International Business
University of Wisconsin-Madison 1984 — 1988
Bachelor of Science - Finance, Finance
Cartridge Savers, Inc January 2014 - Present
WEA Trust August 2012 - August 2013
WEA Trust July 2005 - August 2012
IIA Madison Chapter 2008 - 2012
CUNA Mutual Group 2000 - 2005
Patricia R Emmart, CPA 1986 - 2000
Texas Christian University 1980 - 1985
Skills
Business Process..., Insurance, Health Insurance, Accounting, Auditing, Risk Management, Process Improvement, Budgets, Requirements Analysis, Internal Audit, Business Analysis, Internal Controls, Financial Analysis
Education
Texas Christian University 1984 — 1985
Geneva College 1976 — 1979
BSBA
University of Wisconsin-Platteville 1975 — 1976
Citizens Bank - Education Finance Credit Risk June 2014 - Present
Colony Brands, Inc. May 2012 - January 2014
CUNA Mutual Group February 2010 - March 2012
PrO Unlimited January 2009 - February 2010
AIG United Guaranty March 2007 - December 2008
JP Morgan Chase- Education Lending March 2006 - March 2007
Collegiate Funding Services June 2005 - March 2006
Citibank / The Student Loan Corporation September 1989 - June 2005
Skills
Credit, Credit Risk, Portfolio Management, Loans, Mortgage, Credit Analysis, Student Loans, Mortgage Insurance, Due Diligence, Insurance, Forecasting, Underwriting, Analysis, Mortgage Lending, Loan Servicing, Financial Risk, SAS
Education
Hofstra University
BA, Mathematics
Comerica October 2000 - Present
American Community Mutual Insurance Company January 1996 - October 2000
NBD Bank January 1990 - December 1996
League General Insurance 1980 - 1990
CUNA Mutual Group 1980 - 1990
League Insurance Co 1980 - 1990
Skills
Banking, Portfolio Management, Underwriting, Risk Management, SDLC, Vendor Management, Retail Banking, Team Building, Business Analysis, Integration
Education
Henry Ford Community College 1980 — 1983
Cody high school 1977 — 1979
CUNA Mutual Group November 2003 - Present
CUNA Mutual Group December 1998 - November 2003
Education
Illinois State University 1970 — 1973
Communications and Marketing
FBL Financial Group, Inc. February 2010 - Present
CUNA Mutual Group July 1997 - December 2009
M&I Bank January 1994 - August 1995
Skills
Portfolio Management, Bonds, Asset Allocation, Securities, Trading
Education
University of Wisconsin-Madison 1995 — 1997
MBA, Finance
Hamline University 1988 — 1992
BA, management
G&R Publishing Company September 2009 - Present
G&R Publishing September 2009 - Present
KP Corporation and Spherion 2007 - 2011
CUNA Mutual Group July 1981 - June 2006
Skills
Creative Writing
Education
Hawkeye Community College 1980 — 1981
MEMBERS Capital Advisors September 1998 - July 2009
CUNA Mutual Group September 1998 - 2009
CUNA Mutual 1998 - 2009
Provident Mutual September 1987 - September 1998
First Peoples Bank of New Jersey April 1984 - September 1987
Westinghouse Credit Corporation September 1982 - April 1984
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Finance, Securities, Wealth Management, Valuation, Investment Strategies, Strategic Financial..., Trading, Asset Managment
Education
Villanova University 1984 — 1986
MBA, Finance
Franklin & Marshall College 1978 — 1982
AB, Business
CUNA Mutual Group January 2015 - Present
CUNA Mutual Group February 2012 - December 2014
CUNA Mutual Group March 1999 - January 2012
Alliant Energy April 1998 - March 1999
Skills
Licensing, Litigation Management, Securities, Insurance, Privacy Law, Litigation, Reinsurance, Corporate Law, Commercial Litigation, Mergers & Acquisitions, Legal Research, Legal Writing, Legal Compliance
Education
University of Wisconsin-Madison 1981 — 1984
Doctor of Law (J.D.), Cum Laude
Hartwick College 1972 — 1976
B.A., History, Summa Cum Laude
State National Companies November 2009 - Present
CUNA Mutual Group April 2004 - November 2009
CUNA Mutual Group January 2002 - April 2004
Skills
Financial Services, Coaching, Public Speaking, B2B, Microsoft Office, Outlook, CRM, Solution Selling, Customer Service, Account Management, Insurance, Banking, Management, Process Improvement, Sales, Sales Management, Sales Process, Selling, Training
Education
Framingham State University 1994 — 1999
Bachelor’s Degree, History & Political Science
CUNA Mutual Group December 2011 - Present
Hahn Loeser & Parks LLP February 2003 - July 2011
Squire, Sanders & Dempsey February 1998 - February 2003
Skills
Legal Writing, Legal Research, Litigation
Education
Heidelberg University 1994 — 1996
BS, Psychology
Michigan State University
Equips May 2008 - Present
Tellng the Truth Ministries June 2008 - May 2012
Maintenance Contract Alternatives May 2007 - May 2008
CUNA Mutual Group April 2005 - May 2007
Systems Insurance of America [SIA] October 1989 - April 2005
Creative Facets June 1980 - June 2004
Investment Development & Management September 1987 - June 1989
Van Eerden & Associates June 1980 - October 1987
Skills
Sales Management, New Business Development, Business Strategy, Team Building, Business Development, Marketing Strategy, Account Management, Business Planning, Coaching, Banking
Education
Grove City College 1982 — 1984
Bachlors, Business Administration - Finance
Westmont College 1979 — 1980
General Studies
State Farm April 2007 - Present
CUNA Mutual Group 1999 - 2007
Skills
Executive..., Office Management, Travel Planning, Outlook, Microsoft Office, Microsoft Word, Travel Arrangements, Meeting Planning, Meeting Scheduling, Event Planning, Customer Service, PowerPoint, Invoicing, File Management, Administrative..., Notary Public, Spreadsheets, Telephone Skills, Microsoft Excel, Office Equipment, Administrative Work, Time Management, Filing, Calendars, Data Entry
Education
Harper College 1975 — 1977
Schaumburg High School 1972 — 1975
CUNA Mutual Group September 2013 - Present
CUNA Mutual Group June 2011 - September 2013
CUNA Mutual Group January 2008 - June 2011
CUNA Mutual Group June 2002 - December 2007
CUNA Mutal Group September 1997 - May 2002
Beloit Corporation September 1997 - September 1999
Continental Life & Accident Company September 1994 - September 1997
Skills
Financial Analysis, Accounting, Forecasting, Budgets, Finance, Financial Reporting, Leadership, Management, Insurance, Internal Audit, Financial Planning, Strategic Planning
Education
University of Wisconsin-Whitewater 2007 — 2010
MBA, Finance, General
Illinois State University 1984 — 1988
BS, Finance
Group Health Cooperative 2012 - Present
TH Project Consulting 2007 - Present
Cuna Mutual Group 2012 - 2012
WPS Health Insurance 2007 - 2010
WageWorks 2004 - 2006
Various Non-Profit Organizations 2002 - 2004
InSystems 2000 - 2002
Cincom Systems 1999 - 2000
Document Sciences 1995 - 1999
Xymox Technologies Inc. 1993 - 1995
Skills
Management, Business Analysis, Databases, Team Building, Project Planning, Resource Management, Business Process..., Vendor Management, Process Improvement, SDLC, Program Management, Contract Management, Customer Service
Education
Grambling State University 1984 — 1988
BS, Computer Information Systems
CUNA Mutual Group February 2002 - Present
Bankers Conseco Life Insurance Company June 1998 - February 2002
Madison National Life Insurance Company December 1993 - June 1998
Skills
Process Improvement, Business Analysis, Database Marketing, Data Governance, Business Requirements, Visio, Ad Hoc Reporting, Quality Assurance, SAS, Six Sigma, DMAIC, Data Analysis, ETL
Education
Illinois State University
Bachelor of Arts (B.A.), Economics
CUNA Mutual Group 1996 - Present
CUNA MUTUAL GROUP 1990 - March 1992
Century Life Insurance Company (previously Lutheran Mutual Life) Insurance Company) 1975 - 1990
Skills
Strategic Planning, Insurance, Customer Service, Nonprofits, Program Management, Leadership, Process Improvement, Employee Benefits, Training, Estate Planning
Education
Georgetown University Law Center
JD
CUNA Mutual Group March 2015 - Present
Iowa Laser Technology October 2004 - March 2015
McBride Computer Services December 2001 - September 2004
Cedar Metal Works June 1996 - November 2001
Skills
Programming, Operating Systems, Software Installation, Microsoft SQL Server, Quality Assurance, Software Development, Visual Basic, Troubleshooting, IIS, Linux, .NET, C#, Java, XML, JavaScript, SQL, EDI, Network Administration, Requirements Gathering, Metrology, Inspection, Process Improvement, CNC Programming, Business Process..., Software Integration
Education
University of Northern Iowa 2006 — 2011
Bachelor of Arts, Computer Science
Hawkeye Community College 1995 — 1997
Associate's degree, Mechanical Engineering Technology